Virtus Investment Partners (VRTS) Invested Capital (2009 - 2026)
Virtus Investment Partners posted quarterly Invested Capital of $1.4 billion for Q1 2026, up 20.28% year-on-year from $1.1 billion in Q1 2025, and up 2.47% on a QoQ basis from $1.3 billion in Q4 2025.
Virtus Investment Partners (VRTS) has 18 years of Invested Capital data on file, last reported at $1.4 billion in Q1 2026.
- For the quarter ending Q1 2026, Invested Capital rose 20.28% year-over-year to $1.4 billion; the trailing twelve-month figure through Mar 2026 stood at $1.4 billion (up 20.28% YoY), and the FY2025 full-year result was $1.3 billion, up 16.78% from the prior year.
- Invested Capital for Q1 2026 stood at $1.4 billion, up from $1.3 billion in the prior quarter.
- Across five years, Invested Capital topped out at $1.4 billion in Q1 2026 and bottomed at $1.0 billion in Q2 2022.
- The 5-year median for Invested Capital is $1.1 billion (2024), against an average of $1.2 billion.
- The widest annual swing landed in 2024, when Invested Capital dropped 2.71%; it then rose 20.28% in 2026.
- A 5-year view of Invested Capital shows it stood at $1.1 billion in 2022, then increased by 4.06% to $1.1 billion in 2023, then grew by 1.08% to $1.1 billion in 2024, then rose by 16.78% to $1.3 billion in 2025, then rose by 2.47% to $1.4 billion in 2026.
- The last three Invested Capital figures came in at $1.4 billion (Q1 2026), $1.3 billion (Q4 2025), and $1.3 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 69.22 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 8.37 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 30.50 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.59 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 53.75 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 8.75 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.99 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 12.75 Bn |
| 10 | Virtus Investment Partners | 974.40 Mn | 1.03 Bn | 3.64 Mn | 1.36 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.36 Bn |
| Dec 31, 2025 | 1.32 Bn |
| Sep 30, 2025 | 1.31 Bn |
| Jun 30, 2025 | 1.13 Bn |
| Mar 31, 2025 | 1.13 Bn |
| Dec 31, 2024 | 1.13 Bn |
| Sep 30, 2024 | 1.13 Bn |
| Jun 30, 2024 | 1.12 Bn |
| Mar 31, 2024 | 1.13 Bn |
| Dec 31, 2023 | 1.12 Bn |
| Sep 30, 2023 | 1.14 Bn |
| Jun 30, 2023 | 1.15 Bn |
| Mar 31, 2023 | 1.10 Bn |
| Dec 31, 2022 | 1.08 Bn |
| Sep 30, 2022 | 1.06 Bn |
| Jun 30, 2022 | 1.05 Bn |
| Mar 31, 2022 | 1.09 Bn |
| Dec 31, 2021 | 1.10 Bn |
| Sep 30, 2021 | 1.09 Bn |
| Jun 30, 2021 | 980.06 Mn |
| Mar 31, 2021 | 934.42 Mn |
| Dec 31, 2020 | 922.15 Mn |
| Sep 30, 2020 | 906.03 Mn |
| Jun 30, 2020 | 901.28 Mn |
| Mar 31, 2020 | 917.93 Mn |
| Dec 31, 2019 | 964.10 Mn |
| Sep 30, 2019 | 969.61 Mn |
| Jun 30, 2019 | 969.78 Mn |
| Mar 31, 2019 | 964.12 Mn |
| Dec 31, 2018 | 973.05 Mn |
| Sep 30, 2018 | 998.10 Mn |
| Jun 30, 2018 | 885.51 Mn |
| Mar 31, 2018 | 870.81 Mn |
| Dec 31, 2017 | 853.54 Mn |
| Sep 30, 2017 | 832.73 Mn |
| Jun 30, 2017 | 837.44 Mn |
| Mar 31, 2017 | 552.39 Mn |
| Dec 31, 2016 | 351.67 Mn |
| Sep 30, 2016 | 469.80 Mn |
| Jun 30, 2016 | 466.11 Mn |
| Mar 31, 2016 | 660.85 Mn |
| Dec 31, 2015 | 662.05 Mn |
| Sep 30, 2015 | 548.43 Mn |
| Jun 30, 2015 | 558.97 Mn |
| Mar 31, 2015 | 565.14 Mn |
| Dec 31, 2014 | 563.35 Mn |
| Sep 30, 2014 | 560.43 Mn |
| Jun 30, 2014 | 514.43 Mn |
| Mar 31, 2014 | 510.10 Mn |
| Dec 31, 2013 | 492.87 Mn |
| Sep 30, 2013 | 465.80 Mn |
| Jun 30, 2013 | 271.38 Mn |
| Mar 31, 2013 | 260.13 Mn |
| Dec 31, 2012 | 259.47 Mn |
| Sep 30, 2012 | 251.70 Mn |
| Jun 30, 2012 | 226.36 Mn |
| Mar 31, 2012 | 239.46 Mn |
| Dec 31, 2011 | 198.16 Mn |
| Sep 30, 2011 | 62.50 Mn |
| Jun 30, 2011 | 67.72 Mn |
| Dec 31, 2010 | 63.27 Mn |
| Dec 31, 2009 | 29.73 Mn |